Trust uw Dorothy Wagner Wallis

BALTIMORE, MD EIN: 52-6605828

Trust uw Dorothy Wagner Wallis is a private foundation, based in BALTIMORE, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $904K in total assets. In 2024, it awarded 8 grants totaling $163K. Net investment income was $72K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$904K

-9.0% YoY

Annual Giving

$163K

-61.8% YoY

Grant Count

+14.3% YoY

Avg Grant Size

$20K

-66.5% YoY

Under IRS private-foundation payout rules, Trust uw Dorothy Wagner Wallis reported a distributable amount of $165K for 2024 — the minimum it must pay out in qualifying distributions.

About Trust uw Dorothy Wagner Wallis

Based on IRS filings

Ready to take the next step with Trust uw Dorothy Wagner Wallis?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $1.2M (100%)

States

Maryland

Cities

BaltimoreHunt Valley

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$903,968	$993,765	$1,040,303
Revenue	$96,081	$110,910	$93,106
Expenses	$192,131	$454,627	$131,401
Qualifying Distributions	$166,795	$429,871	$104,117
Net Investment Income	$72,057	$87,083	$66,834
Distributable Amount	$164,624	$156,041	$179,497

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Grant Size Distribution

39 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Action in Maturity Inc ($69,747), Baltimore Museum of Art ($61,560), St Mary's Outreach Center ($10,000).

Recipient	Purpose	Amount
Action in Maturity Inc Baltimore, MD	unrestricted	$69,747
Baltimore Museum of Art Baltimore, MD	unrestricted	$61,560
Friends of Boroume Inc Baltimore, MD	unrestricted	$1,500
Goodwill Industries of the Chesapeake Inc Baltimore, MD	unrestricted	$5,000
Maryland SPCA Baltimore, MD	unrestricted	$5,000
St Mary's Outreach Center Baltimore, MD	unrestricted	$10,000
The League for People with Disabilities Inc Baltimore, MD	unrestricted	$5,000
The Salvation Army Baltimore, MD	unrestricted	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Frederick S Koontz	Trustee	1	—

Frequently Asked Questions

How large is Trust uw Dorothy Wagner Wallis?

As of 2024, Trust uw Dorothy Wagner Wallis holds $904K in total assets with $96K in annual revenue. It awarded 8 grants totaling $163K in 2024.

Where does Trust uw Dorothy Wagner Wallis operate?

Trust uw Dorothy Wagner Wallis has awarded grants in Maryland.

What size grants does Trust uw Dorothy Wagner Wallis award?

In 2024, Trust uw Dorothy Wagner Wallis awarded 8 grants totaling $163K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Trust uw Dorothy Wagner Wallis required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trust uw Dorothy Wagner Wallis reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Trust uw Dorothy Wagner Wallis's EIN?

Trust uw Dorothy Wagner Wallis's EIN (Employer Identification Number) is 52-6605828. IRS Form 990 filing data is available on this page for 2020–2024.